Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,206 | $153,769+17.8% | $133,975+35.3% | $273,972-33.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.04% | 36.51%-26.5pp | 29.29%-19.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $14,500 | $6,029+140.5% | $5,211+178.3% | $4,869+197.8% |
| Participant deferral / active EE | $9,667 | $6,958+38.9% | $6,282+53.9% | $5,287+82.8% |
| Admin fee / account holder | $1,575 | $11,765-86.6% | $9,324-83.1% | $10,133-84.5% |